Investment Q&A

Q: Hello team,

I would appreciate it if you could let us know the date for each of these company's earning report.

Thanks a lot! :)

Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.

Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Q: Are the increasing delinquencies and fraud risks with auto lenders priced into GSY's pullback recently. With Tricolor, Firstbrands and Primalend now having major issues in the auto lending space, and a short report released not long ago which pointed out concerns with their auto lending risk. Its hard to tell if the pullback is mostly broader economy concerns and the auto risk may be another factor that will pull it down as delinquencies are increasing in North America, and if so we likely see more downside. Also does Propel do any auto loans, and if not does it seem like the better buy since its being dragged down with all the lenders? Thx

Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you

Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James

Q: I have a smallish position in GSY which I should probably either Add to or Sell after one or more quarters. The recent Reports on GSY and PRL got me looking at longer term performance of both companies. The Report states that GSY has grown EPS at > 28% per year for a decade. However, most of that earnings growth occurred 5+ years ago. Annual EPS since 2021 is only up approx 15% - not per year but in total over 4 years. Over the same period revenue has doubled. Can you comment on why EPS growth has lagged revenue growth over the mid-term, and if/when those issues might be behind them?

GSY being much larger than PRL may be a factor. GSY has issued new equity over the period but the amount does not seem to be significant. PRL over the same 4yr period has tripled revenue, with EPS up almost 7x.

Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles

Q: Hello 5I:

Would you start positions in any of the pipelines at this time and, if so, in what order and price?

With respect to GSY, what do you think it will take to get the stock moving upwards and what would a good entry price be?

Thank you for the great advice!

Q: This stock keeps on falling everyday. First you had said $170 would be a good price to get in. It kept on falling then you said $165. Now we are at almost $160.
In your experience, what has to happen for this to turn around?
A news or an upgrade?
thanks

Q: Big banks TD and RY trim and add to GSY and PRL. Is it time to begin ---- wait ----or not at all?

Q: What would be your top 5 , small/mid cap stocks in Canada today? What would be good entry points?

Thanks
Tim

Q: Goeasy has paid and increased dividends consistently for some 10 years. The payout ratios appear to be very reasonable and the growth has been strong. This seems like an enticing stock to carry in a dividend orientated portfolio. 5i has it in the growth portfolio. Why not in your income portfolio as well?

Just curious, Stephen S

Q: In an earlier question, you said let GSY settle down and it is a buy at $170. Well here we are and is this a screaming buy?
Thanks

Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.

There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?

Thanks!

Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor

Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!

Q: Greetings 5i team,
I noticed a question today asked by Tim concerning GSY and what a target price to enter a position would be. I added some shares today at about $179, which was above your suggested entry price of $170 but this purchase only raised my average cost / share to a little more than $160. In addition to the entry price, do you think that this is a good way to view such a purchase as well?
Thank you
SP